Filed June 13, 2002 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 13 · EIN 82-1061233 | Contract Administrator | $1,212,261 |
TRIGRAN3 years Filed as: TRIGRAN INVESTMENTS, INC. Service code 28 · EIN 36-3825728 | Investment Management | $397,895 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $252,113 |
YALE UNIVERSITY8+ years Service code 14 · EIN 06-0646973 | Plan Administrator | $174,114 |
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $150,881 |
CURCIO WEBB2 years Service code 13 · EIN 36-4171366 | Contract Administrator | $132,000 |
Service code 28 · EIN 58-2124234 | Investment Management | $101,682 |
DELOITTE & TOUCHE LLP8+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $96,077 |
LRB2 years Service code 13 · EIN 82-3997247 | Contract Administrator | $60,360 |
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $31,500 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $186,774-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 55.8%-55.8pp | 0.0%0pp |
| Annual return | 7.38% | 33.11%-25.7pp | 7.78%-0.4pp | 33.11%-25.7pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $32,517-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $504-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $3,044-100.0% | - |